Sales Representative

Cobalt Premier Partners; San Diego (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Cobalt Premier Partners in San Diego, CA, is seeking a Sales Representative to grow our financial services client base. The role offers a salary range of $60,000 to $85,281 per year and a comprehensive benefits package.

The successful candidate will build lasting client relationships, identify opportunities, and deliver expert financial guidance. Collaboration with marketing and a focus on results are key to success in this full-time, on-site position.

Qualifications

• Minimum of three years of sales or financial services experience.
• Strong public speaking and client engagement skills.
• Bachelor’s degree in a related field preferred.

Responsibilities

• Build and maintain strong relationships with potential and existing clients.
• Identify and pursue sales opportunities to meet and exceed quarterly targets.
• Provide expert advice and guidance to clients on financial products and services.
• Collaborate with the marketing team to create and execute effective sales strategies.
• Stay up-to-date with industry trends and market developments.
• Provide regular reports on sales performance and market insights.

Skills

Public speaking

Client relationship

Negotiation

Communication

Time management

Education

Bachelor's degree in Business Administration or Finance

Job description

Cobalt Premier Partners seeks a Sales Representative in San Diego, CA. This full-time role involves selling financial services to clients, with a salary range of $60,000 to $85,281.

The Sales Representative will meet with clients, understand their needs, and present financial solutions. They will also follow up on leads, negotiate deals, and close sales.

The Sales Representative will work in a team of financial professionals in San Diego, CA. The workplace is dynamic and collaborative, with a focus on client success.

The annual salary range for this position is between $60,000 and $85,281, providing a competitive compensation package.

• health insurance to cover medical expenses
• retirement plans to help save for the future
• paid time off to allow for personal and professional rest

These benefits are designed to support the overall well-being and financial security of the employees.

The Sales Representative should possess a minimum of three years of experience in sales or financial services, demonstrating a proven track record of meeting and exceeding sales targets. They should be highly comfortable with public speaking, capable of engaging with clients effectively, and skilled in negotiating terms to ensure mutual benefit. A bachelor's degree in a related field, such as business administration or finance, is preferred to provide a solid foundation in the principles and practices of sales and financial services. Additionally, the ideal candidate should have a strong understanding of industry trends and a customer-centric approach to build and maintain client relationships.

What you will do:

• Build and maintain strong relationships with potential and existing clients.
• Identify and pursue sales opportunities to meet and exceed quarterly targets.
• Provide expert advice and guidance to clients on financial products and services.
• Collaborate with the marketing team to create and execute effective sales strategies.
• Stay up-to-date with industry trends and market developments.
• Provide regular reports on sales performance and market insights.

What we need:

• Proven experience in sales, preferably in the financial services industry.
• A proven track record of meeting and exceeding sales targets.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• A degree in a related field is a plus.
• Certifications in financial services or related fields are a plus.